To ensure acquisition & value build of new to Bank FIRST BUSINESS Product/Program & Trade/Fx led CA customers in the branch in the identified segments
To Identify, build, acquire and deepen relationships to gain incremental wallet share of the high value segment through a superior customer experience
To ensure high value enhancement through acquisition & deepening in the mapped portfolio
To Provide a differentiated customer experience that supports our YFB value proposition. Execute integrated sales, service and relationship strategies to support growth and retention of business customers.
To recognize and understand a client's global banking needs in order to provide holistic financial solutions in collaboration with the PSM
To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA
To ensure on boarding, M+1 activation, Value build up & AQB maintenance of accounts acquired
To Master referral opportunities to grow portfolio. Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
To ensure Sales process adherence & desired value productivity of BRPs
To manage, mentor and motivate the BRP team and evaluate and recommend the appropriate programs for differential training needs
To ensure catchment mapping & scoping for the CA business with the help of BRPs along with BBL & prepare a wish list of potential high value customers from each identified segment in the catchment
To monitor customer profile, understand customers business needs & provide appropriate product / pricing solution.
To Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools
To ensure proactive migration of portfolio customers to direct banking channels esp. Net Banking
To maintain continuous customer engagement with all customers sourced by self & team through customer visits & proactively resolve customer issues/queries
To provide regular inputs to product team on opportunities & segmentation, product features & quality of portfolio acquired along with competition benchmarking
To develop and continuously upgrade new innovative sales channels & techniques to maximize productivity
To implement the sales monitoring mechanism to measure the productivity of the team
To monitor the quality of sourcing of products to evaluate developmental needs of the sales teams and drive the sales system towards quality standards where risks are well controlled
To derive insights to Competitor Sales activities and effectively counter the efforts
To Adhere to sales process & KYC Norms of the bank